Exporting Requests Answers and Documents

Exporting Requests Answers and Documents

Easily export a PDF copy of the answers in a request or all documents uploaded to the request.

Exporting Answers (Print PDF)

  1. From the Requests page, navigate to the tab the Request you wish to export is in.
    1. Open Requests: Requests that your client has received but has not yet been marked as submitted on the client's end.
    2. Pending Review Requests: Requests that your client has marked as completed by clicking the Submit button.
    3. Archived Requests: Requests that a firm user has archived by clicking the Mark Complete button.
    4. Note: Draft Requests can not be exported.
  2. Click to view the Request.
  3. Click the Ellipses (three dots) in the upper-right corner.
  4. Click Print PDF.
  5. A new window will open with the Request formatted for export.
  6. Click the Download or Printer icon in the upper-right corner.
    1. If selecting to Print, the Request will print to your printer of choice.
    2. If selecting to Download, you will be prompted to select the file location you wish to save the PDF to.



Exporting Documents (Export Zip)

  1. From the Requests page, navigate to the tab the Request you wish to export is in.
    1. Open Requests: Requests that your client has received but has not yet been marked as submitted on the client's end.
    2. Pending Review Requests: Requests that your client has marked as completed by clicking the Submit button.
    3. Archived Requests: Requests that a firm user has archived by clicking the Mark Complete button.
    4. Note: Draft Requests can not be exported.
  2. Click to view the Request.
  3. Click the Ellipses (three dots) in the upper-right corner.
  4. Click Export Zip.
  5. The Zip file will be automatically saved to the client's Liscio Vault so you and the client have access to download it.


  6. The Zip file download includes full PDF with answers and files labeled and numbered in the order requested.





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